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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,558 | $88,754+283.7% | $81,820+316.2% | $145,877+133.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 21.50% | 1031.77%-1010.3pp | 777.93%-756.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,580 | $4,648+63.1% | $4,323+75.4% | $6,691+13.3% |
| Admin fee / account holder | $6,468 | $8,424-23.2% | $7,391-12.5% | $13,402-51.7% |